Christopher Lee Email & Phone Number
Financial Adviser @ NICHOLLS STEVENS FINANCIAL SERVICES LTD
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Christopher Lee Location
- Esher, GB
Christopher Lee Work
- Financial Adviser @ (September 2024 - Present)
- Financial Planner @ (January 2023 - September 2023)
- Private Wealth Manager @ (October 2018 - December 2022)
- Director @ (February 2014 - October 2015)
- Managing Director (Convertible Bonds) @ (January 2000 - January 2014)
- 5 years @ (January 1995 - January 2000)
Christopher Lee Education
- Newcastle Upon Tyne Polytechnic
Russian (Spanish and Economic Studies)
1981-1985
Christopher Lee Skills
- Advising Clients
- Annual Reviews
- Asset Management
- Banking
- Bonds
- Capital Markets
- Corporate Finance
- Derivatives
- Equities
- Equity Derivatives
- Finance
- Financial Advisory
- Financial Markets
- Fixed Income
- Hedge Funds
- Inheritance Tax Planning
- Investment Banking
- Investment Strategies
- Investments
- Personal Financial Planning
- Portfolio Management
- Retirement Planning
- Risk Management
- Succession Planning
- Trading
- Written Communication
Christopher Lee Summary
- Christopher Lee, based in Esher, GB, is currently a Financial Adviser at NICHOLLS STEVENS FINANCIAL SERVICES LTD. Christopher Lee brings experience from previous roles at Partridge Muir & Warren Ltd, Cambria Wealth Management, Numis Securities and Royal Bank of Scotland Plc. Christopher Lee holds a 1981 - 1985 Russian in Spanish and Economic Studies @ Newcastle Upon Tyne Polytechnic. With a robust skill set that includes Advising Clients, Annual Reviews, Asset Management, Banking, Bonds and more. Christopher Lee has 1 emails on RocketReach.
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Top NICHOLLS STEVENS FINANCIAL SERVICES LTD Employees
Sandra Corbett
Office Administrator
Bristol, GB
Christopher Lee
Financial Adviser
Esher, GB
Claire Dunn
Non Executive Director
Bristol, GB
Declan Ashley
Retirement Services Manager
Bristol, GB
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